TWD
MORN icon

True Wealth Design’s Morningstar MORN Stock Holding History

True Wealth Design’s Portfolio MORN Stock Details MORN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$46.9K Sell
247
-65
-21% -$12.6K 0.01% 523
2026
Q2 		$48.7K Buy
312
+215
+222% +$37.4K 0.01% 497
2026
Q1 		$16.4K Sell
97
-75
-44% -$13.9K ﹤0.01% 793
2025
Q4 		$37.4K Buy
172
+94
+121% +$20.4K 0.01% 416
2025
Q3 		$18.1K Buy
78
+70
+875% +$18.7K 0.01% 649
2025
Q2 		$2.51K Buy
8
+3
+60% +$888 ﹤0.01% 1085
2025
Q1 		$1.5K Buy
+5
New +$1.57K ﹤0.01% 1112

Other funds holding MORN

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

True Wealth Design's MORN Position: Q3 2026 in Review

True Wealth Design reduced its Morningstar (MORN) stake by 21% in Q3 2026, selling an estimated $12.6K and leaving 247 shares worth $46.9K. The position accounts for 0.01% of the portfolio, ranked #523.

True Wealth Design first reported a position in MORN in Q1 2025 and has held it in 7 quarters since. The position peaked at $48.7K in Q2 2026. 19 funds tracked by Wall St. Rank hold MORN as of Q3 2026.

  • True Wealth Design held 247 shares of Morningstar worth $46.9K as of Q3 2026.
  • True Wealth Design sold 65 Morningstar shares in Q3 2026, an estimated $12.6K.
  • Morningstar made up 0.01% of True Wealth Design's portfolio in Q3 2026, its #523 holding.
  • True Wealth Design first reported a position in Morningstar in Q1 2025 and has held it in 7 quarters since.
  • True Wealth Design's Morningstar position peaked at $48.7K in Q2 2026.
  • 19 funds tracked by Wall St. Rank held Morningstar as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.